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You can use custom actions to:

Segmenting visitors based on custom actions

If you're not already familiar with segmentation and how to create segments in the Frosmo Control Panel, see Segmentation.

You can segment your visitors based on the custom actions they complete. For example, you can segment visitors based on their geographic location as tracked by a geolocation custom action, or you can segment visitors based on what they search by tracking their search queries with a basic custom action.

If you only need a single value for your custom action, consider implementing the segmentation with a trigger instead. A custom action is ideal for cases where you need multiple values to group visitors along multiple segments.

Before you can create a segment that uses a custom action, the custom action must be available in the Control Panel, either through having been triggered from the site or created in the Control Panel. If you plan to base the segment on specific values of the custom action, those values must also be available. For a geolocation custom action, this simply means that you must first create the custom action with the appropriate values in the Control Panel. For a basic custom action, you need to do one of two things:

  • Implement the tracking for the custom action, wait for visitors to trigger the custom action so that it gets stored in the Frosmo back end along with its values, and then create the segment. This is the more typical approach.
  • Create the custom action with the necessary values in the Control Panel, create the segment, and then implement the tracking for the custom action (using the values defined in the Control Panel).

To create a segment that uses a custom action:

  1. In the Frosmo Control Panel, select Data Management > Segmentation > Segments.
  2. Click Create segment.
  3. Click Add new rule, click Custom action, and set the segmentation rule. Remember to select the correct custom action and whichever values you want to use for this segment. For more information, see Creating segments.
  4. Set the time limit for the segment. For more information, see Creating segments.
  5. Select Description, and enter a descriptive name for the segment. You can also enter a description to better remember what the segment is about.
  6. When you're done, click Save.

For examples of segments that use custom actions, see Using segments.

Using custom actions to fire triggers

If you're not already familiar with triggers and how to create them in the Frosmo Control Panel, see Triggers.

You can use a custom action as the event that fires a trigger. When a visitor completes the custom action, any triggers set to the custom action get fired. For example, you can use a trigger to display some new content only when the visitor completes a specific custom action. To take a more specific example: If your site displays an inactivity popup after a visitor has been idle for a set amount of time, you can trigger a custom action when the popup appears. You can then set the custom action as the event for a trigger, and attach the trigger to a placement that displays new content to the idling visitor.

To create a trigger that fires on a custom action:

  1. In the Frosmo Control Panel, select Triggers.
  2. Click Create trigger.
  3. Enter a descriptive name for the trigger.
  4. In Evaluation point, select Custom event.
  5. In Event, select Frosmo custom action. This means that the trigger is evaluated every time a visitor completes the specified custom action.
  6. If you want to fire the trigger only on certain instances of the custom action, click Add new rule, and define the rules for firing the trigger. These rules determine in which cases completing the custom action actually fires the trigger. If you want the custom action to always fire the trigger, do not define any rules. For more information, see Creating triggers.
  7. Optionally, define an alias for the trigger. For more information, see Creating triggers.
  8. When you're done, click Save.

You can now use the trigger in conversion definitions, placements, and segments.

Using custom actions to display modifications

If you're not already familiar with modifications and how to create them in the Frosmo Control Panel, see Modifications.

In a modification, a state is a custom action with a specific value that controls whether the modification is displayed to a visitor. If you set a custom action value as a state for a modification, the modification is only displayed to visitors who complete that custom action with that value. For example, you can set a modification to be displayed only to logged-in visitors by tracking login status with a basic custom action and setting the custom action's logged-in value as a state for the modification.

You can set multiple states for the same modification, and you can select them from multiple custom actions.

For custom actions to work correctly as states, a Frosmo developer must first set up the site's custom script accordingly. Do not use custom actions as states before your Frosmo representative has informed you it is safe to do so.

To set a custom action value as a state for a modification:

  1. In the Frosmo Control Panel, select Modifications > Overview.
  2. In the modifications list, find the modification you want to edit, and click the modification name to open the modification settings.
  3. Select Display Options.
  4. Under Audience, click Select states.

  5. Select the custom action value or that you want to set as a state.

  6. Click Close.
  7. When you're done, click Save.

The modification is now displayed only to visitors that are logged in.

To remove a custom action value as a state, click the x in its label, and click Save.

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